Penn Security Bank And Trust Company Employees' Pension Plan — Form 5500 plan (Peoples Security Bank & Trust Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Penn Security Bank And Trust Company Employees' Pension Plan is a benefit plan reported by Peoples Security Bank & Trust Company under EIN 24-0603570 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $17,608,731 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.6MPlan net assets, end of year$17,608,731
Participants229Covered participants reported
Assets / participant$76.9KComputed: assets ÷ participants$76,894 (computed)
Provider compensation$36.8K2 Schedule C provider row(s)$36,794
- Plan sponsor
- Peoples Security Bank & Trust Company
- EIN
- 24-0603570
- Plan number
- 001
- Plan type
- 2
- Location
- Scranton, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241010133207NAL0020148913001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$17.6M total assets
Net assets$17.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $17,608,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,608,731
- Net assets (BOY)
- $16,105,880
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,455,491
Expenses & distributions
- Benefits paid
- $909,820
- Administrative expenses
- $42,820
- Total expenses
- $952,640
- Net increase / (decrease)
- $1,502,851
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Peoples Security Bank & Trust Compa | SELF | $36,794 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |